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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

140 hedge funds and large institutions have $378M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $308M → $378M (+$70.3M)

4% more funds holding

Funds holding: 134 → 140 (+6)

1.23% more ownership

Funds ownership: 60.85% → 62.07% (+1.2%)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$30.6M
2
LPL Financial
LPL Financial
California
+$8.11M
3
LFG
Larson Financial Group
Missouri
+$6.42M
4
UBS Group
UBS Group
Switzerland
+$4.39M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.67M
2
LWL
Leo Wealth LLC
Texas
-$527K
3
SI
Stephens Inc
Arkansas
-$419K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$401K
5
EH
Equitable Holdings
New York
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legacy Financial Group (Iowa)
51
Legacy Financial Group (Iowa)
Iowa
$1.46M -$72.3K -3,183 -5%
FIA
52
Foundations Investment Advisors
Arizona
$1.45M +$65K +2,861 +5%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$1.32M +$1.32M +58,144 New
KAS
54
Kestra Advisory Services
Texas
$1.27M +$27.8K +1,225 +2%
SPIA
55
Steward Partners Investment Advisory
New York
$1.24M +$597K +26,283 +93%
SS
56
Sound Stewardship
Kansas
$1.21M +$45.4K +2,000 +4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.2M +$8.93K +393 +0.8%
TPBG
58
Turning Point Benefit Group
Maryland
$1.13M +$406K +17,850 +56%
VPF
59
Vantage Point Financial
Illinois
$1.04M -$95.3K -4,193 -8%
EH
60
Equitable Holdings
New York
$1M -$362K -15,922 -27%
NB
61
Northwest Bancshares
Pennsylvania
$962K +$68.5K +3,013 +8%
Goldman Sachs
62
Goldman Sachs
New York
$959K +$959K +42,186 New
Brown Advisory
63
Brown Advisory
Maryland
$931K +$144K +6,320 +18%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$861K -$6.67M -293,454 -89%
FMI
65
F/M Investments
District of Columbia
$848K +$848K +37,312 New
BCM
66
Brookstone Capital Management
Illinois
$833K +$128K +5,647 +18%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$782K -$19K -838 -2%
CIC
68
Carnegie Investment Counsel
Ohio
$757K +$180K +7,900 +31%
EWM
69
Empirical Wealth Management
Washington
$749K +$4.84K +213 +0.7%
KFI
70
Key Financial Inc
Pennsylvania
$743K +$75K +3,300 +11%
JWCA
71
J.W. Cole Advisors
Florida
$729K +$89.2K +3,927 +14%
BA
72
Ballew Advisors
Mississippi
$713K – – –
APA
73
Astoria Portfolio Advisors
New York
$703K -$9.79K -431 -1%
MWP
74
Meriwether Wealth & Planning
Louisiana
$673K +$3.39K +149 +0.5%
APW
75
Axim Planning & Wealth
Ohio
$653K +$653K +28,729 New
1 2
3
4 5

BSJR Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2025, worth a combined $378M — up 23% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJR positions and 7 closed out — a net gain of 9 holders — while 77 added to existing stakes and 21 trimmed.

The largest buyer was Mirador Capital Partners, opening a new position worth an estimated $30.6M. The largest seller was Envestnet Asset Management, cutting an estimated $6.67M.

  • 140 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $378M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2025 was Mirador Capital Partners, an estimated $30.6M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2025.